Job description
The Desktop Specialist group empowers our customers with trusted insights, resolve complex issues at scale, enhance the value and drive usage of our products, by leveraging our in-depth market, product & technical expertise. As an AIM (Asset & Investment Management) Specialist, you are expected to provide level 2 support on functionality, content search & explanation of our Desktop suite of products such as Refinitiv Workspace, Eikon, Eikon with DFO and Datastream. Responsibilities- Work directly with clients to provide additional information, updates, and resolution to issues escalated from Frontline Support teams
- Build and maintain relationships with other groups across the organization to ensure appropriate resolutions are provided in a timely and accurate manner
- Advocate for clients’ needs by acting as a liaison between the client and Support, Sales, and Product Management
- Assist in pre-sales and retention initiatives via A2E (Access to Expert) program
- Proactively maintain a high level of knowledge about the specialist product area(s) and market(s) through self-study, research, and analysis
- Support and champion knowledge development for Asset and Management product and market segments
Qualifications
- The role is in the APAC shift. Must be prepared to work APAC hours
- Bachelor’s degree in Finance, Business, or Economics, required. CFA charter, MBA, or other advanced degree holders are preferred
- Fluent in English, able to use English as working language with internal teams and customers
- At least 3 years work experience in customer service or finance industry, particularly in Asset Management
- Strong understanding of Operational Center industry practices, measurement, drivers and performance improvement strategies, global financial services industry as well as financial applications, data and analytics
- Preferred Skills: Experience working on projects, knowledge and interest in Portfolio Management
- Familiarity with multi-asset class portfolios, portfolio construction, performance attribution, and portfolio risk.
- Must demonstrate knowledge in typical Asset Management workflow, typical industry content and products, and market/industry knowledge
- Strong communication skills (verbal and written), as well as critical reasoning skills in order to identify problems and provide solutions quickly
- Excellent multi-tasking and organizational skills to manage outstanding issues until resolution. Strong follow-up skills, and a track record for influencing people outside of your span of control
- Analytical, organized, detail oriented, and disciplined. Proven quick learners, self-motivated, and proven logical reasoning skills
- An ability to effectively work within a team and to collaborate is required. Comfortable with presentations and web conferencing (such as BOMGAR and MS Teams)
- Recognized external qualifications such as CFA (at least level I), ICMA, CAIA, FINRA or FSA